Grantor and Grantee
Full legal names and contact details for all transferors and transferees; corporate parties should include exact entity name and state of formation to avoid mismatch during recording.
Filing a correct Real Estate Change of Ownership Form ensures records reflect the current owner, reduces processing delays, prevents unintended reassessments, and helps protect title and tax compliance across municipal, county, and state systems.
Professionals and private parties prepare and file this form after conveyance: buyers, sellers, title companies, closing attorneys, and county tax or recorder offices.
Retain copies for closings, future title searches, property tax inquiries, and to resolve disputes about ownership changes.
Full legal names and contact details for all transferors and transferees; corporate parties should include exact entity name and state of formation to avoid mismatch during recording.
A precise legal description or street address plus parcel number (APN) that matches county records; vague or abbreviated descriptions often trigger rejection or clerk follow-up.
Specify sale, gift, inheritance, foreclosure, or entity transfer; the conveyance category affects reassessment rules and tax exemptions in many jurisdictions.
State the sale price or nature of consideration; if nominal or zero, provide explanatory language to clarify the transfer for tax and title purposes.
Signature blocks for transferors (and sometimes transferees), notarization or acknowledgement lines as required by the county recorder, and witness lines where state law mandates them.
Attach exhibits such as deeds, affidavits, death certificates, court orders, or trust certification that substantiate the authority to transfer title.
| Field | Configuration |
|---|---|
| Signer Order | Grantor then grantee or notarization step first |
| Authentication Method | Email verification or SMS code for signer attribution |
| Conditional Fields | Show witness lines only when county requires them |
| Document Format | PDF/A or flattened PDF for county recorders |
Confirm the filing office accepts electronic submissions or scanned PDFs and whether notarization or RON support is required before e-submitting.
Verify recorder rules for RON or in-person notarization, ensure the chosen e-signature platform supports required audit trails and secure storage, and confirm export formats are acceptable to county systems; also check integrations such as Salesforce, NetSuite, or Google Workspace to streamline routing.
A regional broker relied on online signing for closings to avoid in-person delays and protect compliance
A small real estate investor standardized change notices to county recorders to prevent tax mismatches
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no card | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Complete deed and change-of-ownership form with supporting exhibits.
Obtain required notarizations or RON session recording.
File with county recorder and obtain stamped copy.
Assessor receives notice and evaluates reassessment triggers.